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Donna Levy-Leroy
Mitglied des Investmentausschusses bei Wealthspire Advisors LLC
Aktive Positionen von Donna Levy-Leroy
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Wealthspire Advisors LLC
![]() Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | Mitglied des Investmentausschusses | 01.01.2000 | - |
Portfolio Manager-Aktien | 01.01.2000 | - |
Karriereverlauf von Donna Levy-Leroy
Ehemalige bekannte Positionen von Donna Levy-Leroy
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
FJC
![]() FJC Miscellaneous Commercial ServicesCommercial Services FJC provides services to manage charitable giving. It offers following programs for philanthropic giving and assistance to non-profit organizations: FJC donor advised funds, FJC fiscal sponsorship program, collective giving funds, young philanthropist funds, designated fund accounts, FJC gift certificates, online account access, customized investment options for accounts that are eligible and giving to qualified charities abroad. The company was founded by Marty Silverman in 1995 and is headquartered in New York, NY. | Direktor/Vorstandsmitglied | - | - |
Ausbildung von Donna Levy-Leroy
Boston University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 3 |
Israel | 2 |
Operativ
Director/Board Member | 1 |
Investment Committee Member | 1 |
Portfolio Manager-Equities | 1 |
Sektoral
Commercial Services | 2 |
Finance | 2 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
---|---|
FJC
![]() FJC Miscellaneous Commercial ServicesCommercial Services FJC provides services to manage charitable giving. It offers following programs for philanthropic giving and assistance to non-profit organizations: FJC donor advised funds, FJC fiscal sponsorship program, collective giving funds, young philanthropist funds, designated fund accounts, FJC gift certificates, online account access, customized investment options for accounts that are eligible and giving to qualified charities abroad. The company was founded by Marty Silverman in 1995 and is headquartered in New York, NY. | Commercial Services |
Wealthspire Advisors LLC
![]() Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | Finance |
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